HRGO are currently recruiting for an experienced IFA Administrator to join a small team in an established financial planning and wealth management firm offering a wide range of services to private clients, families, and businesses, based in Chester City Centre. This is a hands-on role supporting financial advisers with administrative tasks, client servicing and compliance-related processes. The successful candidate will be confident working with client records and financial administration systems.
Key Responsibilities:
Provide comprehensive administrative support to advisers, including preparing client correspondence, meeting packs and post-meeting follow-ups
Maintain and update client records and documentation, ensuring accuracy and compliance with regulatory requirements
Process new business, client reviews, renewals and other transactions through the office system
Use Intelliflo (or a similar intelligent office system) for data entry, workflow management and document storage
Schedule appointments, manage diaries and liaise with clients and third parties (providers, solicitors, accountants)
Produce regular MI and support compliance audits and file maintenance
Support project work to improve administrative processes and client service
Skills & Experience Required:
At least 2 years' experience in an IFA administration role
Proven experience using Intelliflo or similar intelligent office systems
Strong attention to detail and excellent organisational skills
Good written and verbal communication skills with a professional manner when dealing with clients
Good IT skills, including Microsoft Office (Word, Excel, Outlook)
Understanding of FCA regulatory requirements and best practice for client file maintenance
If you are interested in this IFA Administrator role, please contact Mia at 0151 439 3051 or email Mia.Tong@HRGO.co.uk
